Relationship Banker: Client Experience & Solutions

JPMorgan Chase; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorganChase in Boca Raton seeks a Relationship Banker to represent our brand with hospitality and expert financial guidance. You’ll acquire, manage, and retain client relationships, offering thoughtful solutions to meet their financial needs and enhance their lives.

You will build trust through proactive service, connect clients to technology, and work with a team of experts to deliver tailored banking solutions while adhering to regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients and elevate service.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail and accuracy.
• Operate within risk parameters and complete required training.
• High school diploma or GED (or foreign equivalent).
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
• Must be able to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Meet with assigned clients in person or by phone to build relationships and tailor recommendations.
• Communicate clearly to understand needs and build trust.
• Educate clients on technology solutions like mobile app and online banking.
• Learn products and procedures quickly to consult on banking solutions and connect to experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Relationship building

Communication skills

Regulatory compliance

Education

High school diploma or GED

SIE exam & FINRA Series 6 licenses

State registration / Life licenses

Job description

JPMorganChase in Boca Raton seeks a Relationship Banker to represent our brand with hospitality and expert financial guidance. You’ll acquire, manage, and retain client relationships, offering thoughtful solutions to meet their financial needs and enhance their lives.

You will build trust through proactive service, connect clients to technology, and work with a team of experts to deliver tailored banking solutions while adhering to regulatory requirements.